United States Antimony Corporation is a natural resource company and the only significant antimony producer in the United States, vertically integrated across mining, milling, smelting, and sales.

UAMY operates a vertically integrated mining and processing model, producing antimony, zeolite, and precious metals. Its revenue is increasingly driven by a massive $245 million sole-source contract with the U.S. Defense Logistics Agency (DLA) to supply military grade antimony for defense applications.

• Domestic Scarcity: As the only significant antimony producer in the United States, it serves as a critical asset for securing domestic mineral supply chains.
• Defense Contracts: Holds a $245 million contract with the U.S. military, with cumulative DLA orders already totaling approximately $57.3 million.
• Government Grants: Supported by a $27 million U.S. Department of War (DoW) grant program to expand its domestic processing capacity.

UAMY is a highly volatile, geopolitically driven stock acting as a pure-play on critical mineral onshoring. While its strategic value is strong, short-term financial performance is heavily exposed to fluctuating global antimony prices—which recently forced the company to slash its full-year 2026 revenue guidance from $125 million down to $60–$75 million. It is suited for aggressive investors looking for speculative, high-beta exposure to defense supply chains.